NewSquare Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-187
| Closed | -$54.2K | – | 350 |
|
|
2025
Q2 | $54.2K | Buy |
187
+74
| +65% | +$21.3K | ﹤0.01% | 279 |
|
|
2025
Q1 | $34.1K | Buy |
113
+103
| +1,030% | +$28.6K | ﹤0.01% | 278 |
|
|
2024
Q4 | $2.76K | Buy |
+10
| New | +$2.84K | ﹤0.01% | 471 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$6.45K | – | 513 |
|
|
2023
Q3 | $6.45K | Buy |
+31
| New | +$6.27K | ﹤0.01% | 350 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 874 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 900 |
|
|
2022
Q4 | – | Sell |
-8
| Closed | -$1K | – | 837 |
|
|
2022
Q3 | $1K | Buy |
+8
| New | +$1.52K | ﹤0.01% | 373 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 379 |
|
|
2020
Q3 | – | Sell |
-18
| Closed | -$2K | – | 335 |
|
|
2020
Q2 | $2K | Buy |
+18
| New | +$2.09K | ﹤0.01% | 310 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 359 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 313 |
|
|
2019
Q2 | – | Sell |
-8
| Closed | -$1K | – | 349 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 303 |
|
|
2018
Q2 | $1K | Sell |
8
-24
| -75% | -$3.19K | ﹤0.01% | 289 |
|
|
2018
Q1 | $4K | Sell |
32
-8
| -20% | -$1.16K | ﹤0.01% | 281 |
|
|
2017
Q4 | $6K | Sell |
40
-24
| -38% | -$3.59K | ﹤0.01% | 255 |
|
|
2017
Q3 | $9K | Hold |
64
| – | – | ﹤0.01% | 217 |
|
|
2017
Q2 | $9K | Hold |
64
| – | – | ﹤0.01% | 206 |
|
|
2017
Q1 | $9K | Sell |
64
-110
| -63% | -$14.8K | ﹤0.01% | 207 |
|
|
2016
Q4 | $23K | Hold |
174
| – | – | 0.01% | 175 |
|
|
2016
Q3 | $22K | Buy |
174
+110
| +172% | +$14K | 0.01% | 201 |
|
|
2016
Q2 | $8K | Buy |
64
+31
| +94% | +$3.82K | ﹤0.01% | 264 |
|
|
2016
Q1 | $4K | Sell |
33
-22
| -40% | -$2.53K | ﹤0.01% | 356 |
|
|
2015
Q4 | $7K | Buy |
+55
| New | +$6.22K | ﹤0.01% | 250 |
|
Other funds holding CB
